Driggs, ID | Pocatello, ID | ||
|---|---|---|---|
| Assets under management | $77.2M | $81.2M | $72.7M |
| Asset growth, last 2 years | – | +281% | – |
| Advisory staff | 1 | 1 | 4 |
| Individual clients | 34 | 50 | 425 |
| Assets per client | $2.3M | $1.6M | $171K |
| Clients per advisor | 34 | 50 | 106 |
| Main custodian | – | – | – |
| Filing with the SEC since | 2026 | 2012 or earlier | 2026 |
| Tools in their stack | – | – | – |
| People on Advicer.bio | 1 | 1 | 4 |
From each firm's latest Form ADV (Apr 2026, Mar 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.